Bookings, reports and exports

For reception, managers and admins. Workspace → Bookings in the sidebar.

Reception and Check in answer “who is arriving now.” This screen answers a different question — what has actually been happening — so it looks backwards over a range rather than at the present moment.

Like every workspace screen, it shows your branch only.

The numbers along the top

Takings — money that actually arrived in the period.

Bookings — how many were taken, split into website and manual (desk). If any are unpaid, it says so in red underneath.

Check-ins — guests admitted.

Avg seats — seats per booking, which tells you whether you’re serving groups or solo workers.

Each compares against the previous period of the same length, so “last 7 days” is measured against the 7 days before it.

Takings and bookings are counted differently — on purpose

Takings count the day the money arrived. Bookings count the day they were taken. A desk booked on Friday and paid on Monday is Monday’s takings and Friday’s booking.

They genuinely disagree whenever someone books ahead or pays on arrival, so the page reports them separately rather than folding them into one number that would be wrong for both.

The charts

Bookings & check-ins per day — website, manual and check-ins as three lines.

Over a longer range two dashed lines appear: a 7-day average and a trend. They answer different questions. Bookings swing hard by day of the week, so the average cancels that and shows the underlying shape — when things changed. The trend line is the straight direction across the whole period — whether you’re growing.

Both only appear once the range is long enough to mean anything (10 days for the average, 14 for the trend). On shorter ranges the page says so rather than drawing a line that’s really just describing Monday versus Friday.

Manual vs website — which channel is carrying the day: the desk, or the public site.

Filters

Today, 7 days, 30 days, or your own date range. Then search by name, email, phone or booking code, and narrow by status or source.

The filters live in the web address. That’s worth knowing for two reasons: you can bookmark or send a filtered view, and the CSV and PDF below are the same view — they can’t quietly disagree with what’s on screen.

The table

Every booking with the guest’s name, email and phone, the space and dates, what they paid and how, who took the payment, and whether they checked in.

A booking with no code yet shows “No code until paid” rather than an empty gap.

Row actions

Edit — the guest’s name, email and phone, and nothing else. A typo’d email means the confirmation and the reminder go nowhere, which you must be able to fix. Dates, seats and price aren’t editable here: changing what someone paid for isn’t desk work.

Block (managers and admins) — bars someone from booking. They can’t book online, and the desk sees a warning before taking money from them. It matches on phone and email, not on an account, because almost every guest books without one — so a barred walk-in can’t simply rebook that afternoon.

Blocking doesn’t touch the booking in hand. Cancel or refund that separately if it needs it. Only an admin can lift a block, and every block records who made it and why.

Delete (admins only) — removes the booking permanently, along with its attendees and reminders.

It refuses while money is still against the booking. Deleting a paid row doesn’t undo the payment; it just stops the day’s takings reconciling and leaves the guest holding a code for a booking that no longer exists. Refund or cancel first, then delete — which is what clearing out a test booking actually needs.

Exports

CSV — the full list as a spreadsheet, including contact details, payment method and terminal reference. Money is unformatted so the column adds up, and phone numbers keep their leading zero instead of being mangled into numbers.

PDF report — a printable summary: the headline figures, a day-by-day table, and the register beneath it. It records who ran it and when, so it can be filed.

Both are open to reception as well as managers — the daily takings sheet is desk work, and refusing it would just mean someone retypes the rows by hand.

Setting up spaces and prices

Branches and Spaces & rates are separate screens.

• Admins set prices, add and remove spaces, and open branches.
• Managers edit a space’s details but not its price, and see prices.
• Reception sees a read-only price list — you need to quote a rate at the desk without being able to change it.